InsMark Symposium EAST

Symposium

InsMark Symposium EAST

$1,250.00
September 14-15, 2018

See what fellow producers have to say about InsMark Symposiums . . .

September 14-15, 2018

Philadelphia, Pennsylvania

InsMark’s Symposium is the insurance industry's #1 marketing conference where the industry's sharpest minds and most creative leaders come together to teach and share new and exciting sales ideas.

Agenda

Click here to review the InsMark Symposium EAST schedule. 

Click here to review the  2018 EAST Summary Content.

Pre-Symposium Beginners Workshop

 

As a bonus, we have a pre-symposium Beginners Workshop.  It’s scheduled for September 13, 2018 (the day before the official start of Symposium 2018 EAST).  Click here for the details.

 

Symposium Location and Hotel Accommodations

The InsMark 2018 Symposium will be utilizing the Courtyard by Marriott for all of its conference activities.  It is a two-minute walk to/from the Philadelphia Marriott Downtown where the lodging accomodations will take place.

 

 

CONFERENCE LOCATION

Courtyard Marriott Philadelphia Downtown
21 North Juniper Street
Philadelphia, PA 19107

 

HOTEL INFORMATION

Philadelphia Marriott Downtown
1201 Market Street
Philadelphia, PA 19107

Reservation Number: 1-888-236-2427
Group Name:  Mention “InsMark Symposium” for the discounted rate.
Room Rate: $179 single/double per night (plus 15.5% tax). Rate includes access to the fitness center and complimentary guest room internet.
Online reservations can be made here.

The special discounted room rate is valid through Wednesday, September 5, 2018. However, there is no guarantee that rooms will still be available until the cut-off.  Therefore, we encourage you to make your hotel reservation immediately.  Please do not book rooms outside of the InsMark block or we may incur attrition and penalty charges. InsMark will impose a $150 service fee to all symposium attendees who do not stay at the selected hotel. This fee is waived for local residents who are within driving distance to the InsMark Symposium.

Hotel Confirmation and Cancellation Policy: Confirmation will be provided after reserving your room with a credit card.   Cancellations can be made seventy-two (72) hours prior to arrival in order to avoid a fee.

Check In:       4:00 p.m.     Check Out:  11:00 a.m.

Who Should Attend?

Everyone is welcome to attend the Symposium: financial planners, estate planners, life insurance agents, CPAs, Home Office personnel, support staff, and anyone who wants to expand their knowledge and grow to new levels.  Attend once and you will learn why the majority of our attendees return year after year and how they earn in excess of $400,000 in commissions annually.  Great for the industry's new and advanced alike, the Symposium is also an excellent networking experience.

Who are the Speakers?

InsMark’s President and CEO, Robert Ritter, Jr., is the keynote speaker. He will present the most effective strategies and fresh sales approaches showcasing InsMark’s latest enhancements and newest capacities.  Additionally, InsMark is consistently able to attract top speakers who are highly skilled in presenting transferable marketing concepts.  

 

Robert B. Ritter, Jr.
President, CEO, and Founder
InsMark, Inc.
 

Bob Ritter has been in life insurance sales and sales management for over five decades.  He started with Mass Mutual in northern New Jersey and at age 26, he was appointed General Agent by Mass Mutual in Oakland, California -- the youngest General Agent ever appointed by that company.  Three years later he took over a New York City agency for Mass Mutual where he was twice awarded the National Manpower Award, the company’s most prestigious award for the development of sales leaders.

In the early 1980s, Bob formed InsMark, a company dedicated to producing transferable marketing techniques for a wider group of producers.  The success of InsMark has been phenomenal as 100+ companies have sponsored InsMark products utilized by over 30,000 producers.  He guides his business career based on the following premise: 

Success isn’t just about what you accomplish in your life,
it’s about what you inspire others to do.

Bob is a life member of MDRT and was a qualifier for Top of the Table and International Forum until the growth of InsMark required all of his time.  A dynamic and entertaining speaker, he has spoken at hundreds of industry seminars and conventions and has been featured at several MDRT, Top of the Table, and International Forum meetings.

Bob is a past member of the MDRT Foundation’s Board of Directors as well as a member of the Split Dollar Sub-Task Force of the Association of Advanced Life Underwriters (AALU) during the lead-up to the Final Split Dollar Regulations issued in 2003. He is also the Founder and Past President of the Diablo Advocates, an organization dedicated to youth opportunities.

Bob graduated from The Lawrenceville School and from Williams College with a degree in Psychology.  While at Williams, he also played lead cornet in the first college jazz band ever to play in Carnegie Hall.  Called the Spring Street Stompers, this Dixieland jazz group won the Arthur Godfrey Talent Scout show on CBS (#1 in the ratings at the time), appeared on the Tonight show on NBC, and played frequently at the top jazz clubs in Boston and New York.

Bob and his wife, Laurel, live in Alamo, California.  They have eight children and 22 grandchildren.

 

Kenneth Buckley
President and Founder
The Buckley Group
 

Ken Buckley started The Buckley Group 37 years ago when he realized that being an independent insurance broker was the only way to effectively service his clients. He wanted to be sure that he was providing them with the best of all options.

Twenty-five years ago, after two experiences that left him disheartened, Ken decided to make the move to full-time premium financing. He knew that there had to be other agents who also wanted a conservative, long-term approach to premium financing that would serve their client’s needs for a lifetime.

Since then Ken has diligently researched an array of financial products and partnered with the most respected CPA’s and attorneys in the country to expertly tailor each client’s portfolio. As a Lifetime MDRT Top of the Table Member Ken has access to the most exclusive products available and the leverage to work with insurers and banks to offer customized programs.

 

Don Prehn
Don Prehn, CLU, ChFC
Board Member, Senior Advisor and Past President
InsMark, Inc.
  Don Prehn, CLU, ChFC is a Board Member and Senior Advisor for InsMark with special emphasis on InsMark’s web based marketing, client service and education strategies.  As a past president of InsMark, Don conducted more than 800 seminars helping financial professionals with sales ideas and presentations.  Don is also an editor for the Robert B. Ritter, Jr. Blog and heads up InsMark’s strategic partnerships (including InsMark’s Advanced Consulting Group).

 

Ben Nevejans
President
LifePro Financial Services, Inc.
 

Ben has been in the financial services industry for over 18 years. Upon graduating from Plymouth State University with an Interdisciplinary degree in Outdoor Recreation and Business with a minor in communication, Ben moved to San Diego, CA and soon after went to work for Bill Zimmerman and LifePro Financial.

Since then, Ben has been directly involved with many aspects of the insurance, annuity and investment business including sales, recruiting, customer service, marketing, supervision and leadership. Over his tenure, Ben successfully oversaw the opening and operations of a satellite office in the greater Boston area and currently leads a team of highly intelligent, energetic and engaged individuals dedicated to the success of their customers. 

As a frequent article contributor, member of the National Association of Independent Life Brokerage Agencies (NAILBA) Board of Directors, member of the Risk Appraisal Forum, Advisory Board member of both National Life and Allianz Life Insurance Company, Ben’s opinion is often sought out as an industry leader and expert.   As acting President of LifePro Financial, Ben sits on the executive board of directors where he helps oversee day to day operations and strategy for the firm, now one of the preeminent IMOs in the country.
 

 

 

Simon Singer, CFP®, CAP®, RFC®
Co-Founder
American Tax Planning Institute
 

Simon Singer, CFP®, CAP®, RFC® is the co-founder of the American Tax Planning Institute, a firm designed to provide training and mentoring that the financial industry is sadly lacking.  Additionally, he is the co-founder of the Doctors Academy of Economics a firm designed to educate doctors on potential tax savings

He has been in the Financial Services Industry for decades and qualified for Top of the Table (TOT) 31 times and is a life member.

Simon is the co-author of three books: “Twenty-First Century Wealth”; “Family Wealth Counseling – Getting to the Heart of the Matter”; and “Love, Money, Control”. He is also a nationally acclaimed lecturer, giving dozens of presentations each year.

Simon is a member of The Advisors in Philanthropy, Top of the Table and AALU. He is also a former Board Member and past President/CEO of the Forum 400, the preeminent association of financial service professionals.

Simon is also past president of The Children’s Heart Line and is on the Board of the Jim Jacobs Leukemia Foundation.

 

 

 

 

 

More Benefits!

Five value-added benefits from Symposium attendance are:

  • Networking opportunities with elite producers from around the country
  • Learning what’s new in the industry
  • Learning what it takes to target the most coveted markets
  • Connecting with speakers for more in-depth exchanges
  • Gaining real case tips from the trenches - shared by the most proficient InsMark licensees
Pricing and Coupon Codes

Coupon Codes for Symposium 2018 EAST

The normal registration fee is $1,250, but you may qualify for a discounted rate using the Coupon Codes provided below. All coupon codes will be verified after you submit your order.

 

If you are a Licensed: Fee Coupon
Code
Power Producer Platinum $395.00   PLATINUM
Power Producer Gold $575.00   GOLD
Power Producer Silver $862.50   SILVER
Power Producer Bronze $862.50   BRONZE
InsMark Licensee $1,150.00   SPECIAL
General Attendee $1,250.00   SYMPGEN
Guest of Paid Attendee $545.00   SYMPGST

 

THERE MAY BE OTHER DISCOUNTS AVAILABLE!
CONTACT JULIE NAYERI (1-888-467-6275) FOR MORE DETAILS.

 

If you are unsure of your license status, contact InsMark's Customer Support at 925-543-0507.  
Registration fee includes: breakfasts, coffee/tea breaks, lunches, and our grand reception.

 

Cancellation Policy

Attendees (non-System owners): Refunds available through July 31st less a 10 percent administration fee. Cancellations on or after August 1, 2018, are not refundable.

Attendees (System owners): Refunds available through  July 31st less a 10 percent administration fee. The remaining balance of the refund can be applied toward monthly fees or the purchase of another InsMark System.

Testimonials

Robert Green, InsMark Gold Power Producer®, Napa, CA
Martin Weitzman, CLU, InsMark Silver Power Producer®, West Hills, CA
LeAnn Nalls, Victoria, TX
Robert Sowerwine, InsMark Power Producer®, Palm Beach Gardens, FL
Kay Corbin, CLU, ChFC, InsMark Platinum Power Producer®, Phoenix, AZ
Stewart King, Wealthy and Wise licensee, Bayboro, NC
Carey Stansbury, InsMark Silver Power Producer®, Toledo, OH
Robert Green, InsMark Gold Power Producer®, Napa, CA
Jeff Frankhouser, InsMark Platinum Power Producer®, Sturgis, SD
Elmo Cure, InsMark Platinum Power Producer®, Plano TX
Bernard Lazare, Las Vegas, NV
Jim Wisdom, CFP, Westlake Village, CA
Larry Gustafson, InsMark Platinum Power Producer®, Denver, CO
Simon Singer, CFP®, CAP®, RFC®, International Forum Member, InsMark Platinum Power Producer®, Encino, CA
Chris Jacob, CFP, Frequent InsMark Seminar Attendee, InsMark Platinum Power Producer®, Saint Louis, MO

© 2018 InsMark, Inc. All Rights Reserved. See our Terms and Conditions | Privacy Policy

Drupal Development by Michael Digital

Gmail iconYoutube iconFacebook iconTwitter iconLinkedin icon